Financial Services - First Metro Bank

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Financial Services

First Metro offers a variety of financial services

Financial Services

Let our family help plan your family's future

First Metro Bank Financial Services looks forward to assisting our neighbors throughout every stage of life. From educational savings accounts to investing, retirement, and more; our Financial Services Department will guide you in creating a financial strategy that aligns with your needs.

Our financial advisor, Ken Davis, is a Shoals native and a graduate of the University of North Alabama. He takes pride in serving neighbors in the community he proudly calls “home.”

Ken is an Investment Advisor and Registered Representative committed to delivering superior quality products with the highest level of service and integrity. He holds a Series 7 and a Series 66 license, allowing him access to numerous investment and insurance products. Neighbors can rely on the knowledge and expertise of an experienced, professional financial advisor with deep roots in the Shoals.

Contact Ken or his assistant, Leah Phillips, at 256-314-1651 for a complimentary consultation to discuss your financial future.

Investments
Retirement Planning
Financial Planning
Educational Planning
Extended Care Management
Wealth Management
Life Insurance
401K
Income Protection
Ken Davis, Financial Advisor

First Metro Bank Financial Services was formed to help our neighbors map out their financial futures. From college plans for children and grandchildren, to financial portfolio growth, we strive to provide neighbors with piece of mind while navigating through life’s many stages. Most importantly, we anticipate creating lasting relationships filled with trust and reliability.

Meet Your Neighbor, Ken Davis
Financial Advisor

First Metro Bank is independent of ProEquities, Inc. Investment and Insurance products are not FDIC insured, not bank guaranteed, may lose value, not insured by any Federal Government Agency, or not a bank deposit.  Advisory Services are offered through Investment Advisors, a division of ProEquities, a Registered Investment Advisor. Securities are offered through ProEquities, Inc., a registered Broker-Dealer, Member FINRA & SIPC.

Please be advised that presently Kenneth Davis holds a Series 7 and 66 licenses in AL and TN. For residents of other states in which registration is not held, proper licenses and registrations must be obtained by representatives before proceeding further. No part of this communication should be construed as an offer to sell any security or provide investment advice or recommendation. Securities offered through ProEquities, Inc. will fluctuate in value and are subject to investment risks including possible loss of principal.

Links to third-party web sites are provided as they may be of interest to our website visitors for convenience.  First Metro Bank does not endorse nor are we responsible for the content of the third-party links.  ProEquities makes no representation to the accurateness of information provided at these sites.  Also, please be aware that the security and privacy policies of these sites may be different than those of First Metro Bank; therefore, read third-party privacy and security policies closely.  First Metro Bank will not be responsible for any loss, damage to equipment, or incompatibility between the third party website and any Web browser, operating system, or devise used or operated by a user.